Sales Lead at Wealthbit (FinTech)

At Wealthbit, we're on a mission to transform financial well-being, empowering individuals and families to live lives full of choice and opportunity. Our Financial Freedom Programme (FFP) equips employees through a powerful combination of our cutting-edge app, monthly workshops, and personalised financial coaching. Within this initiative, we partner with forward-thinking companies who prioritise staff well-being, enabling them to offer impactful support that genuinely enhances employees' lives.

As a Sales Lead, you'll play a critical role in scaling this programme's impact by building the sales strategies and processes, client relationships, and systems that connect companies to the transformative power of Wealthbit's Financial Freedom Programme.

Outcomes

Deals Closed:

Consistently achieve quarterly sales milestones, securing partnerships with mid-sized companies committed to employee well-being.

Systems Built:

Design and continuously improve scalable, efficient, and clearly documented sales processes that reduce reliance on ad-hoc efforts and set the foundation for growth.

Client Relationships:

Build lasting, trust-based relationships with key stakeholders at mid-sized companies (20–200 employees), resulting in sustained engagement and recurring contracts.

Foster strong cross-functional collaboration internally with Marketing, Product, and Programme Coordination teams, ensuring cohesive messaging and product alignment in market-facing initiatives.

Responsibilities

• Drive B2B sales for Wealthbit's Financial Freedom Programme, targeting HR leaders, wellness coordinators, and decision-makers in businesses of 20–200 employees.
• Build and manage end-to-end sales systems including prospecting, outreach, demos, contracting, and smooth onboarding handovers.
• Use sales tools (Pipedrive) to manage pipeline effectively, track critical metrics, identify bottlenecks, and inform strategic improvements.
• Collaborate with Marketing to refine messaging, positioning, and leverage case studies tailored for mid-sized companies.
• Represent Wealthbit at industry events, workshops, networking opportunities, and client meetings around Johannesburg.
• Regularly report on sales KPIs (conversion rates, average deal size, sales cycle length) and recommend actionable improvements.

You have 5+ years experience in B2B sales, ideally in sectors like EAP, HR tech, SaaS, or financial services, with demonstrable success consistently hitting sales milestones.

Qualifications

Systems Thinking:

You thrive in designing scalable sales funnels and playbooks that improve efficiency and drive growth.

Stakeholder Management:

You're comfortable engaging senior HR and business leaders, building authentic connections, and fostering trusted partnerships.

Communication & Interpersonal Skills:

You're a confident communicator who tailors messaging effectively to resonate with diverse stakeholders, creating compelling narratives about Wealthbit's value.

Self-Motivated & Results-Driven:

You proactively own your goals, manage your time independently, and deliver tangible outcomes with minimal supervision.

Data-driven Decision Making:

You're skilled in leveraging CRM tools (Pipedrive) and data analytics to drive informed decisions and continuously enhance sales performance.

Curiosity & Growth Mindset:

You have a hunger for continuous improvement, proactively seeking opportunities to evolve processes and grow personally and professionally within the organisation.

Bonus points if you have:

• Previous experience selling into HR / benefits teams at mid-sized companies.
• Knowledge or passion for financial coaching and employee wellness trends.

How You'll Work at Wealthbit

We deeply believe our values shape how we achieve our mission:

We focus on what truly matters: We act with purpose, ensuring our time and energy drive meaningful, lasting impact. By prioritising high-value work, maintaining integrity in our decisions, and taking pride in craftsmanship, we create solutions that truly make a difference.

We create safe spaces for authenticity and connection: Genuine impact starts with valuing people. We foster an environment of trust and openness, where diverse perspectives are welcomed, support is freely given, and everyone feels safe to contribute their best ideas.

Client success is our compass: Our clients' goals define our direction. We put their needs at the heart of every decision, continuously deepening our understanding, proactively delivering value, and ensuring our work makes a real difference in their lives.

We constantly strive to improve and innovate: The world evolves, and so do we. We embrace curiosity, challenge the status quo, and see setbacks as opportunities to learn and grow—always seeking better ways to serve our clients and push boundaries.

We collaborate to enable each other: Great outcomes are never achieved alone. We listen actively, contribute constructively, and celebrate each other's strengths—building on shared goals to create impact far greater than the sum of our individual efforts.

We unlock clarity and confidence through simplicity: Simplicity empowers action. By cutting through complexity, communicating clearly, and streamlining processes, we help people make informed decisions with confidence and ease.

We lead by taking proactive ownership: We don't wait for change—we drive it. Taking ownership means being accountable, thinking ahead, and making deliberate choices that move us forward, ensuring our collective success.

Other Important Things

Fully Remote (Johannesburg-based):

Work from home with occasional face-to-face client interactions.

Competitive Compensation & Commission:

Attractive commission structure ensuring your growth aligns with Wealthbit's success.

Retirement Benefits:

Access to a group provident fund, including risk benefits (death, income replacement, funeral cover), helping secure your financial future.

Healthy Work-Life Balance:

High standards paired with the recognition that rest fuels peak performance and well-being.

If you're excited about building something impactful that genuinely changes lives, we'd love to meet you!